Attorney at Work

JANUARY 20, 2022

Related: “8 Legal Practice Areas Growing in 2021 and Beyond” Document automation levels up. For example, firms using a manual search-and-replace process to create new documents can quickly realize productivity gains with document automation while avoiding common editing errors.

Legal tech 141

Legal tech Legal tech Document automation e-filing 141

LawSites

AUGUST 31, 2022

Today, we are seeing the fruits of two of those acquisitions, as MyCase rolls out legal accounting as a fully integrated feature of its platform, as well as a robust document automation integration. Document Automation. The feature eliminates the need for firms to use third-party accounting software, MyCase says.

Document automation 52

Document automation Electronic payment Practice management Software 52

Rocket Matter

JANUARY 17, 2023

If you’re creative enough, you could compare case management to a race. When you’re focused on the road, the “wheels” of your internal workflows roll in harmony to move each case forward toward the finish line. Integrated features for more organized case management . Tools that transform case management .

Case management 52

Case management Time-tracking Software Document management 52

Attorney at Work

DECEMBER 22, 2021

Like most case management software, Smokeball aggregates matters by matter type – which can also be used as templates to set up new matters more quickly. But, Smokeball also captures leads, having built CRM (customer relationship/lead management software) features into its system, which is not as common for case management tools.

Law firm 134

Law firm Case management Time-tracking Law 134

Rocket Matter

DECEMBER 17, 2024

Case management and document organization solutions can save time and reduce errors. Streamline Document Management Manual document management can be a time-consuming drain on resources. Document automation tools allow you to streamline the process of creating, editing, and organizing legal documents.

Law firm 52

Law firm Law Law Legal CRM 52

LawSites

MAY 16, 2023

Document management, 47%. Practice management or case management, 34%. Document automation, 26%. Reputation management, 10%. Video conferencing, 61%. Microsoft Office suite, 53%. Accounting, 43%. Payment processing, 36%. Teams or Slack, 29%. Client portal, 25%. Client text messaging, 23%.

Law firm 116

Law firm Software Estate planning e-discovery 116

LawSites

MAY 16, 2022

The law practice management company MyCase said today that it has acquired Docketwise , a software platform for immigration attorneys that provides case management, immigration forms, and client-relationship management. As reported here on April 20 , the practice management company Paradigm acquired LollyLaw.

Practice management 19

Practice management Immigration lawyer Law Law 19

LawSites

JUNE 21, 2023

and the legal technology company Fastcase to develop an immigration case management and document automation platform. The Cookbook was also at the center of a partnership announced last October between Visalaw.ai

Immigration lawyer 111

Immigration lawyer Law Law Document automation 111

Clio

MARCH 7, 2025

Of course, if you want to enhance your legal practice as soon as possible, Clio Duo is a secure, AI-powered solution built into Clio Manage that works seamlessly inside of case management workflows. By using tools to automate repetitive tasks first, firms can create standardized, efficient workflows that AI can then enhance.

Time-tracking 52

Time-tracking Client Intake Law Law 52

Rocket Matter

FEBRUARY 25, 2025

Imagine AI-powered legal research that takes minutes instead of hours, automated document drafting that eliminates errors, or cloud-based case management that lets your team collaborate from anywhere. Document Automation: Choose a software that lets firms create legal documents in seconds using customizable templates.

Law firm 52

Law firm Law Law Legal CRM 52

Clio

MARCH 25, 2025

Cloud-based case management software Cloud-based case management software makes it possible for lawyers and their teams to more easily manage cases, client engagements, and billing from anywhere, anytime. Streamline the document creation process itself with Clio Draft’s legal document automation.

Lawyer 52

Lawyer Time-tracking Client Intake e-discovery 52

Attorney at Work

JULY 31, 2021

Just when you thought HotDocs upgrades couldn’t get any hotter, here come some feature updates trained on increasing efficiency and usability, while deepening the connection between HotDocs and the Abacus and Amicus case management suites. What follows is a review of the latest feature adds to HotDocs.

Case management 101

Case management Law firm Attorney Compliance 101

LawSites

MARCH 1, 2022

“Think ACRM, your Attorney-Client Relationship Management platform.” ” The new features fit naturally with those Lawmatics already offers, Spiegel said, including client intake, document automation and management, a client portal, and robust calendaring. Adding a time entry in Lawmatics.

Client Intake 98

Client Intake Electronic payment Time-tracking Practice management 98

Attorney at Work

JULY 26, 2021

Instead, MyCase is building everything in-house and loading it into its already robust law practice management software. That has a (probably obvious) effect on pricing, in at least a couple of different ways: The more features already included in your case management software, the fewer additional tools you have to buy to integrate.

Practice management 98

Practice management Case management Law firm Software 98

LawSites

DECEMBER 27, 2021

One episode of my LawNext podcast made the top-15 list: My interview with Coca-Cola GC Bradley M. Gayton, on dramatic measures he adopted to increase diversity among outside counsel.

Legal research 24

Legal research Legal tech Legal tech Document automation 24

Attorney at Work

NOVEMBER 7, 2021

MyCase , a long-standing case management software provider, has established itself as an effective all-in-one solution for law firms, jam-packed with in-house features.

Time-tracking 122

Time-tracking Case management Law firm Court 122

LawSites

OCTOBER 13, 2021

Over the summer, this blog broke the news that Thompson Street Capital Partners had acquired Tabs3 Software, one of the oldest practice management products, and which also owns cloud platform CosmoLex. LawSites also broke the news in July that MyCase had acquired case management platform CASEpeer and document automation company Woodpecker.

Practice management 116

Practice management Workers Compensation Electronic payment Software 116

Attorney at Work

FEBRUARY 6, 2022

Ruby’s existing integration partnerships also includes case management provider RocketMatter and Nextiva , a VoIP phone service provider. Zapier is a connection hub, and Ruby’s forthcoming partnership with Zapier means that it will plug into more additional software than you can shake a stick at.

Legal marketplace 120

Legal marketplace Law firm Software Case management 120

Percipient

JANUARY 20, 2025

Document Automation Document automation makes creating legal documents like contracts, NDAs, and settlement agreements faster and easier. AI Contract Review AI contract review makes managing contracts a lot simpler. With a little setup, AI can quickly become a valuable part of your daily operations.

Legal tech 52

Legal tech Legal tech Machine learning e-discovery 52

Legal Tech Monitor

MARCH 7, 2023

Second place honors went to Decision Vault , a client-intake portal designed to streamline the intake process and easily transfer client data into a case management or document automation system. It can also support upgrades and consolidations.

Client Intake 59

Client Intake Document automation Practice management Case management 59

Attorney at Work

OCTOBER 18, 2021

Depending on the size and scope of your practice, consider moving to cloud-based practice management or case management software. This can help streamline how you manage client files and run your practice.

Law firm 136

Law firm Law Law e-filing 136

Clio

MARCH 17, 2025

The Integrators: AI Is embedded, but needs optimization The Integrators are using AI across multiple areasfrom document automation and client intake to legal research. AI works best when its deeply embedded into case management and billing.

Law firm 52

Law firm Legal AI Time-tracking Law 52

Lawmatics

DECEMBER 5, 2023

Short for legal technology, legal tech is computer software that provides numerous tools to streamline, automate, and enhance various tasks traditionally performed manually, such as: Document management. Case management. Client intake. Appointment scheduling. Time tracking and billing.

Legal tech 52

Legal tech Legal tech Client Intake Time-tracking 52

Rocket Matter

SEPTEMBER 14, 2022

Create and Find Legal Documents Faster with Document Automation and Management. Document management tools are crucial to criminal defense firms. If you spend hours sitting at your desk pouring over intake forms or other legal documents, use document automation to speed the process up.

Criminal Defense 52

Criminal Defense Client Intake Document automation Time-tracking 52

Attorney at Work

NOVEMBER 2, 2021

For law firms that may be used to relying on multiple providers for case management, document assembly and payment processing, AbacusNext has streamlined its offering by unifying software integrations and support for all categories.

Law firm 101

Law firm Electronic payment Law Law 101

Lawmatics

FEBRUARY 13, 2024

Document drafting and management: Firms will increasingly streamline their document creation process with document automation platforms to save time and reduce error. Legal professionals deal with vast amounts of information, documents, and data. What is the Future of Being a Lawyer?

Lawyer 52

Lawyer Client Intake Time-tracking Document automation 52

LawSites

NOVEMBER 9, 2021

News today of Soluno’s acquisition comes after this blog broke the news in July that MyCase had acquired CASEpeer , a case management platform for plaintiffs’ attorneys, and Woodpecker , which provides legal document automation software for solo and small law firms.

Document automation 52

Document automation Law firm Document management Case management 52

LawSites

NOVEMBER 9, 2021

News today of Soluno’s acquisition comes after this blog broke the news in July that MyCase had acquired CASEpeer , a case management platform for plaintiffs’ attorneys, and Woodpecker , which provides legal document automation software for solo and small law firms.

Document automation 52

Document automation Law firm Document management Case management 52

LawSites

JANUARY 23, 2023

With Legal Ninja, they create a template of what they want done in the case management program, such as creating calendar entries, updating custom fields, add notes, generate document templates and tasks lists. Our software automates multiple repetitive actions being done within the user’s case management system.

Time-tracking 98

Time-tracking Litigator Litigation e-discovery 98

Attorney at Work

NOVEMBER 7, 2021

MyCase , a long-standing case management software provider, has established itself as an effective all-in-one solution for law firms, jam-packed with in-house features.

Time-tracking 86

Time-tracking Case management Law firm Court 86

LawSites

FEBRUARY 16, 2022

Last July, this blog broke the news that MyCase had acquired CASEpeer , a case management platform for plaintiffs’ attorneys, and Woodpecker , which provides legal document automation software for solo and small law firms. In September 2020, MyCase was sold for $193 million to private equity firm Apax Partners.

Document automation 52

Document automation Practice management Software Case management 52

LawNext podcast

NOVEMBER 9, 2021

It has been a year of notable developments for the practice management company MyCase. Paradigm , home to the practice management platforms PracticePanther , Bill4Time , and MerusCase , and e-payments platform Headnote. Woodpecker , legal document automation for solo and small firms. A reminder that we are on Patreon.

Document automation 40

Document automation Practice management Case management Software 40

LawSites

OCTOBER 9, 2023

Clio has updated its mobile app with new functionality in case management, document uploading, and billing. Updates to Lawyaw Updates to document automation software Lawyaw include: Questionnaires. Responses are then mapped to court forms or document templates. Clio mobile app.

Practice management 69

Practice management Client Intake Document automation Law firm 69

Legal Tech Monitor

FEBRUARY 19, 2024

We discussed Clio’s greater focus on midsized law firms, its impending launch of generative AI, its roll-out of features for legal aid providers, and its rebranding of its Lawyaw document automation software. began looking for a way to innovate its case management.

Document automation 52

Document automation Time-tracking Case management Software 52

Legal Tech Monitor

MAY 16, 2023

Document management, 47%. Practice management or case management, 34%. Document automation, 26%. Reputation management, 10%. Video conferencing, 61%. Microsoft Office suite, 53%. Accounting, 43%. Payment processing, 36%. Teams or Slack, 29%. Client portal, 25%. Client text messaging, 23%.

Law firm 52

Law firm Software Estate planning e-discovery 52

Legal Tech Monitor

JUNE 21, 2023

and the legal technology company Fastcase to develop an immigration case management and document automation platform. The Cookbook was also at the center of a partnership announced last October between Visalaw.ai

Immigration lawyer 52

Immigration lawyer Law Law Document automation 52

Rocket Matter

APRIL 4, 2023

To update the document, team members have to catch every past customization, update it on a new file, and manually add in the new client’s information. Instead of spending all of that time on data entry and updates, look for a legal practice management tool that offers document automation.

Time-tracking 52

Time-tracking Practice management Document automation Software 52